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DFSVX vs NDVCX
DFSVX vs NDVCX Comparison
Open Charts DFSVX vs NDVCX
DFA US Small Cap Value I
Price$45.41
Change+$0.21 (+0.46%)
VolumeN/A
Net Assets14.91B
MFS New Discovery Value C
Price$15.53
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets2.71B
DFSVX vs NDVCX Comparison Chart in %
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DFSVX vs. NDVCX commentary
Jun 19, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Buy and NDVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. NDVCX (2.71B). DFSVX pays higher dividends than NDVCX: DFSVX (1.65) vs NDVCX (0.86). DFSVX was incepted earlier than NDVCX: DFSVX (32 years) vs NDVCX (14 years). NDVCX (1.95) is less costly to investors than DFSVX (0.31). NDVCX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NDVCX: DFSVX (0) vs NDVCX (1000). DFSVX annual gain was more profitable for investors over the last year : 2.38 vs. NDVCX (-1.00). DFSVX return over 5 years is better than : 84.12 vs. NDVCX (24.91).
| DFSVX | NDVCX | DFSVX / NDVCX | |
| Total Expense Ratio | 0.31 | 1.94 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.95 | 16% |
| Fund Existence | 32 years | 14 years | - |
| Gain YTD | -6.462 | -5.556 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9B | 2.71B | 550% |
| Annual Yield % from dividends | 1.65 | 0.86 | 190% |
| Returns for 1 year | 2.38 | -1.00 | -239% |
| Returns for 3 years | 25.18 | 0.68 | 3,678% |
| Returns for 5 years | 84.12 | 24.91 | 338% |
| Returns for 10 years | 30.43 | 19.46 | 156% |
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